Concord Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Buy |
162
+12
| +8% | +$1.08K | ﹤0.01% | 503 |
|
|
2025
Q1 | $11.4K | Sell |
150
-138
| -48% | -$10.5K | ﹤0.01% | 492 |
|
|
2024
Q4 | $22.3K | Buy |
+288
| New | +$22.3K | ﹤0.01% | 438 |
|
|
2023
Q4 | – | Sell |
-79
| Closed | -$3.84K | – | 956 |
|
|
2023
Q3 | $3.84K | Hold |
79
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $3.94K | Buy |
+79
| New | +$3.94K | ﹤0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-48
| Closed | -$2.95K | – | 1145 |
|
|
2022
Q4 | $2.95K | Buy |
+48
| New | +$2.95K | ﹤0.01% | 867 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$1K | – | 767 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1159 |
|